Personal Financial Advisor Jobs in Swarthmore, PA

1-7 of 7 Jobs

Wealth Advisor, Schwab Wealth Advisory

  • Radnor, PA (11 miles from Swarthmore, PA)
  • 9 days ago
  • Radnor, PA (11 miles from Swarthmore, PA)
  • 9 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...

Wealth Advisor - PNC Investments

  • Wilmington, DE (15 miles from Swarthmore, PA)
  • 19 days ago
  • Wilmington, DE (15 miles from Swarthmore, PA)
  • 19 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Senior Wealth Strategy Associate

  • Mount Laurel, NJ (23 miles from Swarthmore, PA)
  • 45+ days ago
  • Mount Laurel, NJ (23 miles from Swarthmore, PA)
  • 45+ days ago

Were looking for a Senior Wealth Strategy Associate to: • Assist in client conversations, providing analytic information and aiming to understand clients goals • Develop customized asset allocation...

Wealth Management Advisor - PA, Bala Cynwyd (2559)

  • Bala Cynwyd, PA (10 miles from Swarthmore, PA)
  • 60+ days ago
  • Bala Cynwyd, PA (10 miles from Swarthmore, PA)
  • 60+ days ago

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC)....

Wealth Advisor

  • Philadelphia, PA (10 miles from Swarthmore, PA)
  • 60+ days ago
  • Philadelphia, PA (10 miles from Swarthmore, PA)
  • 60+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Senior Wealth Advisor

  • Exton, PA (18 miles from Swarthmore, PA)
  • 60+ days ago
  • Exton, PA (18 miles from Swarthmore, PA)
  • 60+ days ago

using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g....

Wealth Advisor

  • West Chester, PA (15 miles from Swarthmore, PA)
  • 90+ days ago
  • West Chester, PA (15 miles from Swarthmore, PA)
  • 90+ days ago

MS Office Education Bachelor’s degree FINRA Series 7, 63, 65/66, Certified Financial Planner (CFP) or other industry designation required....

Demographic Data for Swarthmore, PA

Moving to Swarthmore, PA? Find some basic demographic data about Swarthmore, PA below.

Local
National
10,803
182
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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edX
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
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Salary for Personal Financial Advisor Jobs in Swarthmore, PA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Swarthmore, PA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Swarthmore, PA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!